Insights - There has been a flurry of Gilead news today. Gilead announced their company sponsored remdesivir data for severe COVID patients. Gilead said the government-run NIAID trial evaluating … Continue Reading
Read nowInsights - Yesterday, The Journal of the American Medical Association (JAMA) published a study that tracked outcomes of COVID patients hospitalized in the New York City area. We think … Continue Reading
Read nowInsights - Gilead’s coronavirus drug-candidate, remdesivir, moved global financial markets on Friday April 17th as media outlets reported optimistic headlines regarding a potential solution. But the truth … Continue Reading
Read nowInsights - This morning Fennec announced that the FDA accepted their NDA for Pedmark and granted the company Priority Review. The PDUFA has been set for August 10, 2020. … Continue Reading
PremiumInsights - We believe La Jolla (LJPC), one of our holdings from earlier this year, is well positioned to have taken advantage of the current COVID situation, … Continue Reading
PremiumInsights - We’re buying AIMT under $14/share range. AIMT’s Palforzia is the first approved treatment for patients with peanut allergies. This is a name that Nestle owns … Continue Reading
PremiumInsights - AC Immune announced that the company received a second milestone payment of CHF10M (swiss franc) from partner Eli Lilly. This milestone was related to development of ACI-3024, … Continue Reading
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